1-B-3 - Dealing With Takeover Issues

Panelists detail issues related to takeover cases including difficulties in replicating prior valuation results, missing data and documents, and an uncooperative prior actuary. Additionally, they discuss warning signs that give hints about sticky takeover cases.

Speakers:

David J. Kupstas

Wealthspire Retirement Advisory

Lorraine Dorsa

Aegis Pension Services, Inc.

Credits:

CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50